90 Second Equities
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Our approach to global equities
Aviva Investors’ Global Equity Income is a concentrated and high-conviction strategy, with relatively low holdings overlap with our peers. It aims to deliver an income yield of 125 per cent of the MSCI All Country World Index, while growing both capital and income.
We look at a broader opportunity set and focus on companies that fall outside of traditional income sectors, meaning our approach can complement existing global equity holdings, as well as offering clients a compelling standalone holding in their portfolios.
Potential benefits
Our differentiated approach to equity investing is underpinned by the following components and benefits:
Predictability
We focus on companies that offer predictable free cash flow to help deliver resilient income through periods of market stress and changes in the economic cycle.
Protection
We aim to protect on the downside through a deep understanding of risk, balance sheet and valuation characteristics to offer resilience to clients.
Upside
We focus outside traditional income sectors, aiming to maximise potential growth, in both income and capital, through market cycles.
Global Equity Income investment strategies
Aviva Investors Global Equity Income Strategy
A concentrated, high-conviction strategy that focuses on a diverse range of opportunities outside of the traditional income sectors and aims to deliver growth as well as a yield that is 1.25x higher than the MSCI ACWI.
Aviva Investors Global Equity Income: Strategy in brief
An income strategy targeting growth, diversification and resilience.
Equity income megatrends
Four megatrends reshaping the landscape and creating opportunities for equity income investors over the coming years.
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Defensive sectors offer value amid AI frenzy: What next for global equity income investors?
Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.
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Growth, diversification and resilience: Introducing the Aviva Investors Global Equity Income strategy
Income strategies can offer greater levels of capital protection in periods of market stress. With inflation likely to persist for longer, a global equity income strategy can offer clients the potential of more resilient capital and income growth.
Key risks
For further information on the risks and risk profiles, please refer to the relevant KIID and Prospectus.
Investment & currency risk
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency exchange rates. Changes in currency exchange rates could reduce investment gains or increase investment losses. Exchange rates can change rapidly, significantly and unpredictably. Investors may not get back the original amount invested.
Emerging markets risk
Compared to developed markets, emerging markets can have greater political instability and limited investor rights and freedoms, and their securities can carry higher equity, market, liquidity, credit and currency risk.
Equities risk
Equities can lose value rapidly, can remain at low prices indefinately, and generally involve higher risks - especially market risk - than bond or money market instruments. Bankruptcy or other financial restructuring can cause the issuer's equities to lose most or all of their value.
Hedging risk
Any measures taken to offset specific risks will generate costs (which reduce performance), could work imperfectly or not at all, and if they do work will reduce opportunities for gain.
Illiquid securities risk
Certain assets held in the strategy could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.
Income risk
The investment objective of a strategy is to generate income, at times this may limit opportunities for capital growth.
Need more information?
For further information, please contact our investment sales team.
Equities views
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Spend and save: Three key trends shaping the consumer sector
4 Dec 2024
Our new series shares insights from our sector hub discussions to delve into the trends shaping global equity markets. In the first instalment, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.
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US election 2024: Some initial thoughts from our fund managers
6 Nov 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Rethinking retirement: Five trends redefining financial advisers’ retirement planning
31 Oct 2024
Retirement today looks quite different from previous generations. With longer life expectancy, fluctuating market conditions and higher costs of living, planning for it has become increasingly complex. In this article, we explore five reasons why financial advisers should rethink retirement to help clients secure their financial future.
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Multi-asset allocation views: Where next for markets after the summer storms?
9 Oct 2024
Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.
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Equity income megatrends: Four themes reshaping the landscape for income investors
9 May 2024
In this article, we look at four megatrends that are likely to transform companies and markets over the coming years, and how they might create opportunities for equity investors.
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Casting a wider net: Equity income investors find opportunities in global tech and industrials
26 Apr 2024
Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks.
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The ‘In’ crowd: Why companies with ‘club’ dynamics can represent opportunities
10 Apr 2024
We explore how creating “clubs” can bolster network effects, enhance firms’ resilience and make them attractive to investors.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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The war on bugs: Climate change contributes to growth in the pest-control industry
13 Mar 2024
Pest control has become a growing priority for city residents and authorities all year round, as rising temperatures and other factors boost the populations of many pest species. But in creating adaptation solutions, the sector could also represent a long-term investment opportunity.
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Measure for measure: Why the business of benchmarks matters to investors
30 Jan 2024
Investors rely on benchmarks for data – but benchmarks can also represent investment opportunities in themselves. So how can we identify companies whose benchmarks are likely to have staying power?
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From cash rich to cash strapped? Why the US consumer boom could run out of road
24 Nov 2023
Our investment teams explain why buoyant US consumer spending will have to weaken eventually. That could pose problems for debt-laden consumer-facing companies.
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Softly does it? A Q&A with Peter Fitzgerald and Ian Pizer
24 Oct 2023
The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.
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China versus the West:The ongoing rise of economic nationalism
2 Oct 2023
The US and China continue to trade blows as each side looks to limit the other’s access to vital products. With industrial policies also making a comeback, companies are having to navigate a rapidly changing business environment. We look at the key implications for investors.
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Multi-asset allocation views: Cutting through the noise
26 Sep 2023
Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.
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Tipping points and transformation: Getting on the right side of change
16 Aug 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
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Defensive sectors offer value amid AI frenzy: What next for global equity income investors?
7 Aug 2023
Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.
Explore our equities range
The Investment Manager endeavours to comply with the requirements of the UK Stewardship Code when managing the Funds’ assets. Stewardship is the responsible allocation, management and oversight of capital to create long-term value for investors leading to sustainable benefits for the economy, the environment and society. Environmental (particularly climate) and social factors, in addition to governance, have become material issues for fund managers to consider when making investment decisions and undertaking stewardship. The Investment Manager therefore considers a range of financial and non-financial information when assessing investments and to inform its stewardship activities, including considering the potential or actual material risk that sustainability issues may have on an investment. For more information on how the Investment Manager carries out this activity and meets the requirements of the UK Stewardship Code, as well as details about Aviva Investors’ firmwide policy, please see our website: Policies and documents - Aviva Investors